Davidson Investment Advisors Reduced Holdings in Q1 2025

Davidson Investment Advisors

  • $1.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-53.3K
- 10.14%
$156.06 - $207.71 $8.32M - $11.1M
472K $73.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-35.7K
- 7.9%
$190.26 - $242.06 $6.79M - $8.63M
416K $79.2M
AAPL
Apple Inc.

Technology
-18.9K
- 4.94%
$209.68 - $247.1 $3.95M - $4.66M
363K $80.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.87K
- 0.69%
$65.15 - $91.81 $122K - $172K
268K $17.5M
NFLX
Netflix Inc

Communication Services
-6.62K
- 17.13%
$828.4 - $1058.6 $5.48M - $7.01M
32K $29.9M
PM
Philip Morris International Inc.

Consumer Defensive
-63K
- 38.93%
$117.15 - $158.79 $7.38M - $10M
98.8K $15.7M
CTVA
Corteva, Inc.

Basic Materials
-87.4K
- 26.14%
$55.94 - $66.15 $4.89M - $5.78M
247K $15.5M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.15K
- 0.42%
$38.18 - $50.93 $43.8K - $58.4K
269K $10.4M
SO
Southern CO

Utilities
-52.3K
- 23.38%
$80.96 - $92.96 $4.24M - $4.86M
172K $15.8M
BAC
Bank Of America Corp

Financial Services
-30.4K
- 7.03%
$39.61 - $47.74 $1.2M - $1.45M
401K $16.7M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-715
- 0.56%
$147.38 - $176.39 $105K - $126K
127K $19.3M
WMT
Walmart Inc.

Consumer Defensive
-1.72K
- 0.31%
$84.5 - $105.05 $145K - $180K
551K $48.4M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-11.9K
- 5.83%
$91.45 - $100.11 $1.09M - $1.19M
192K $18M
IFF
International Flavors & Fragrances Inc

Basic Materials
-779
- 0.63%
$76.48 - $87.72 $59.6K - $68.3K
122K $9.49M
TMUS
T Mobile Us, Inc.

Communication Services
-24.2K
- 19.71%
$211.3 - $272.83 $5.12M - $6.61M
98.7K $26.3M
DGRO
Ishares Core Dividend Growth E

ETFs
-10.2K
- 7.75%
$60.46 - $64.42 $617K - $658K
122K $7.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-590
- 35.16%
$222.15 - $428.22 $131K - $253K
1.09K $281K
PGR
Progressive Corp

Financial Services
-17K
- 16.69%
$235.61 - $291.22 $4.01M - $4.95M
84.9K $24M
CMCSA
Comcast Corp

Communication Services
-3.82K
- 1.13%
$33.19 - $38.23 $127K - $146K
333K $12.3M
CSCO
Cisco Systems, Inc.

Technology
-20.4K
- 5.08%
$58.74 - $64.87 $1.2M - $1.32M
381K $23.5M
FANG
Diamondback Energy, Inc.

Energy
-81
- 0.14%
$139.9 - $180.18 $11.3K - $14.6K
57.1K $9.13M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.99K
- 6.48%
$47.33 - $47.92 $236K - $239K
71.9K $3.42M
GOOGL
Alphabet Inc.

Communication Services
-132
- 2.78%
$154.33 - $206.19 $20.4K - $27.2K
4.62K $714K
IWV
Ishares Russell 3000 ETF

ETFs
-318
- 26.11%
$313.1 - $349.83 $99.6K - $111K
900 $285K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-566
- 14.45%
$102.49 - $119.96 $58K - $67.9K
3.35K $350K
PEP
Pepsico Inc

Consumer Defensive
-569
- 28.18%
$142.64 - $156.42 $81.2K - $89K
1.45K $217K
JPM
Jpmorgan Chase & CO

Financial Services
-428
- 9.65%
$225.19 - $279.95 $96.4K - $120K
4.01K $982K
EQIX
Equinix Inc

Real Estate
-50
- 16.23%
$803.0 - $959.97 $40.2K - $48K
258 $210K
SCHW
Schwab Charles Corp

Financial Services
-15.1K
- 5.83%
$71.24 - $83.64 $1.08M - $1.26M
244K $19.1M
Labcorp Holdings Inc
-142
- 0.09%
N/A
159K $0
Arista Networks In
-3.79K
- 1.26%
N/A
297K $0
SYK
Stryker Corp

Healthcare
-35
- 2.52%
$355.18 - $399.9 $12.4K - $14K
1.36K $504K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14
- 0.17%
$44.72 - $46.25 $626 - $648
8.2K $377K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-207
- 1.11%
$42.5 - $46.71 $8.8K - $9.67K
18.5K $835K
IXUS
Ishares Tr

ETFs
-12
- 0.29%
$65.06 - $72.31 $781 - $868
4.12K $287K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 1.04%
$890.62 - $1076.86 $7.12K - $8.61K
760 $718K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-199
- 0.35%
$126.11 - $135.06 $25.1K - $26.9K
56.2K $7.25M
NSC
Norfolk Southern Corp

Industrials
-92
- 0.17%
$227.69 - $259.76 $20.9K - $23.9K
55K $13M
TRNO
Terreno Realty Corp

Real Estate
-6.36K
- 2.24%
$57.4 - $68.5 $365K - $436K
278K $17.5M
JNJ
Johnson & Johnson

Healthcare
-3.87K
- 3.24%
$142.06 - $167.7 $549K - $648K
115K $19.1M
CVX
Chevron Corp

Energy
-5.88K
- 2.66%
$146.71 - $167.97 $862K - $987K
215K $35.9M
RTX
Raytheon Technologies Corp

Industrials
-5.1K
- 1.36%
$114.1 - $135.66 $582K - $692K
369K $48.8M
Activity Summary
Buys All Purchases 62 New Holdings 3 Increased Positions 59 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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